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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,185 | $107,368-27.2% | $92,915-15.9% | $152,909-48.9% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.5%-0.6pp |
| Annual return | 17.79% | 145.64%-127.9pp | 109.45%-91.7pp | 345.46%-327.7pp |
| Employer contribution / active EE | $1,671 | $4,222-60.4% | $3,653-54.3% | $4,764-64.9% |
| Participant deferral / active EE | $2,692 | $4,848-44.5% | $4,238-36.5% | $5,851-54.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |